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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,420 | $81,358+193.0% | $155,556+53.3% | $80,959+194.5% |
| Participation rate | 64.0% | 66.3%-2.3pp | 78.2%-14.2pp | 67.7%-3.7pp |
| Annual return | 12.59% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,523 | $3,455+2.0% | $5,631-37.4% | $4,300-18.1% |
| Admin fee / account holder | $7,862 | $7,994-1.6% | $15,885-50.5% | $6,925+13.5% |